REBECCA JANE WINNELL
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
1995 - Bachelor Degree - Accountancy - - University of South Australia
1998 - Post Graduate - Certified Practicing Accountant (CPA) - - Australian Society of CPAs
2006 - Diploma - Financial Planning - - Response
2011 - Post Graduate - SMSF Advisor (Specialist) - - SPAA
🏢 Professional Memberships
CPA Australia (CPA)
SMSF Association
Taxation Institute of Australia
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.